Monograph Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Monograph Wealth Advisors, LLC

$727 Million
Q3 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 321,440 shares of IGSB stock, worth $16.6 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares

321,440

Previous 156,057 105.98%

Holding current value

$16.6 Million

Previous $8 Million 111.69%

% of portfolio

2.33%

Previous 1.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$51.02 - $52.74 $8.44 Million - $8.72 Million	165,383 Added 105.98%	321,440 $16.9 Million
Q2 2024 Aug 14, 2024	BUY	$50.64 - $51.3 $2.16 Million - $2.18 Million	42,556 Added 37.49%	156,057 $8 Million
Q1 2024 May 14, 2024	BUY	$50.95 - $51.48 $4.02 Million - $4.06 Million	78,877 Added 227.81%	113,501 $5.82 Million
Q4 2023 Feb 14, 2024	BUY	$49.4 - $51.28 $1.71 Million - $1.78 Million	34,624 New	34,624 $1.78 Million
Q2 2023 Aug 11, 2023	BUY	$50.02 - $50.76 $44,767 - $45,430	895 Added 2.12%	43,114 $2.16 Million
Q1 2023 May 09, 2023	BUY	$49.56 - $50.75 $97,088 - $99,419	1,959 Added 4.87%	42,219 $2.13 Million
Q4 2022 Feb 14, 2023	BUY	$48.63 - $50.19 $1.96 Million - $2.02 Million	40,260 New	40,260 $2.01 Million

Others Institutions Holding IGSB

# of Institutions

977

Shares Held

315M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

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Monograph Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History